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v18

latestOpenAPI 3.0.0raw.githubusercontent.com2024-11-18167108845.6 KB
accounting/balancesheets

Retrieve BalanceSheets

Retrieve BalanceSheets from any connected Accounting software

get/accounting/balancesheets/{id}

Path parameters

idstring required

id of the balancesheet you want to retrieve.

Query parameters

remote_databoolean

Set to true to include data from the original Accounting software.

Headers

x-connection-tokenstring required

The connection token

Response

namestring nullable

The name of the balance sheet

currencystring nullable

The currency used in the balance sheet

company_info_idstring nullable

The UUID of the associated company info

datestring date-time nullable

The date of the balance sheet

net_assetsnumber nullable

The net assets value

assetsstring[] nullable

The list of assets

liabilitiesstring[] nullable

The list of liabilities

equitystring[] nullable

The list of equity items

remote_generated_atstring date-time nullable

The date when the balance sheet was generated in the remote system

field_mappingsobject nullable

The custom field mappings of the object between the remote 3rd party & Panora

idstring nullable

The UUID of the balance sheet record

remote_idstring nullable

The remote ID of the balance sheet in the context of the 3rd Party

remote_dataobject nullable

The remote data of the balance sheet in the context of the 3rd Party

created_atstring date-time nullable

The created date of the balance sheet record

modified_atstring date-time nullable

The last modified date of the balance sheet record

Example response

{
  "name": "Q2 2024 Balance Sheet",
  "currency": "USD",
  "company_info_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "date": "2024-06-30T23:59:59Z",
  "net_assets": 1000000,
  "assets": [
    "Cash",
    "Accounts Receivable",
    "Inventory"
  ],
  "liabilities": [
    "Accounts Payable",
    "Long-term Debt"
  ],
  "equity": [
    "Common Stock",
    "Retained Earnings"
  ],
  "remote_generated_at": "2024-07-01T12:00:00Z",
  "line_items": [
    {
      "name": "Net Income",
      "value": 100000,
      "type": "Operating Activities",
      "parent_item": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
      "remote_id": "report_item_1234",
      "remote_generated_at": "2024-07-01T12:00:00Z",
      "company_info_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
      "created_at": "2024-06-15T12:00:00Z",
      "modified_at": "2024-06-15T12:00:00Z"
    }
  ],
  "field_mappings": {
    "custom_field_1": "value1",
    "custom_field_2": "value2"
  },
  "id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "remote_id": "balancesheet_1234",
  "remote_data": {
    "raw_data": {
      "additional_field": "some value"
    }
  },
  "created_at": "2024-06-15T12:00:00Z",
  "modified_at": "2024-06-15T12:00:00Z"
}